Manage and Configure Pre-Visit Details

During an encounter, the Pre Visit Planning template enables the clinical staff and provider to review the summary of the patient's chart and take necessary actions to prepare for an upcoming visit. The template also documents administrative tasks that need to be accomplished before a patient's appointment so that the provider can focus on addressing the patient's health needs during the visit.

The Work List panel addresses guideline or care plan items associated with the patient that can be added to the work list to be tracked.

The Other section in the Work List panel includes a list of items (with check boxes) to track important details and actions related to the patient care. The Other section includes ten work list options that are shipped with NextGen® Adaptive Content Engine . You can also add up to five new options directly on the template in run time.

The Pre Visit Planning Work List Setup template is where you can edit the 10 static work list items that display in the Other section on the Pre Visit Planning template.